TPI
Trust Point Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
4,001
-233
| -6% | -$63.5K | 0.1% | 103 |
|
|
2025
Q1 | $1.14M | Sell |
4,234
-2,148
| -34% | -$576K | 0.1% | 108 |
|
|
2024
Q4 | $2.13M | Sell |
6,382
-336
| -5% | -$112K | 0.15% | 70 |
|
|
2024
Q3 | $1.84M | Buy |
6,718
+1,744
| +35% | +$477K | 0.14% | 77 |
|
|
2024
Q2 | $1.28M | Sell |
4,974
-452
| -8% | -$116K | 0.1% | 106 |
|
|
2024
Q1 | $1.63M | Sell |
5,426
-79
| -1% | -$23.8K | 0.13% | 84 |
|
|
2023
Q4 | $1.45M | Buy |
+5,505
| New | +$1.45M | 0.12% | 95 |
|